Business Details
17 Years
experience
Your Trusted Accounting Partner in Carlsbad
At JL Wennes CPAs, we prioritize our clients' financial well-being through personalized tax and accounting services. With decades of combined experience, our team of Certified Public Accountants and Enrolled Agents specializes in individual and business tax preparation, financial planning, and consulting. We serve clients from small startups to billion-dollar companies, offering year-round support and a forward-thinking approach to tax strategy. Our commitment to responsive service ensures clients receive timely assistance during normal business hours, with team members always available to address questions.We emphasize transparency, security, and long-term client relationships, leveraging advanced encryption to protect sensitive data. Our expertise spans diverse industries, including nonprofit and trust tax compliance, payroll management, and bookkeeping. By maintaining a small-firm structure, we provide dedicated attention to each client's unique financial goals. Our team's educational backgrounds and professional certifications underscore our commitment to excellence in accounting practices. We focus on simplifying complex financial matters while maintaining compliance with state and federal regulations.
Services
Tax Preparation
Business Services
Trust & Non-Profit
Bookkeeping
Payroll Management
Details
- Year established: 2009
Highlights and features
- We provide year-round access to a team of CPAs and Enrolled Agents with decades of combined experience.
- Our forward-thinking tax strategies prioritize long-term financial success for individuals and businesses.
- We guarantee continuous support with team members always available during normal business hours.
- Our small-firm approach ensures personalized attention to every client's unique financial situation.
- We implement advanced encryption to protect client data and maintain strict confidentiality standards.
Associations and certifications
- Certified Public Accountants
- Enrolled Agents
What people say
Knowledgeable team
Reliable support
Personalized attention
Timely assistance
Forward-thinking approach
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We maximize deductions while maintaining compliance with federal and state regulations. Our team handles complex tax situations, including international relocations and business transitions.
Business Services
We provide comprehensive accounting solutions for businesses of all sizes, from startups to billion-dollar companies. Our services include financial statement preparation, tax planning, and consulting for companies operating in diverse industries and budget environments.
Trust & Non-Profit
Specialized support for maintaining tax-exempt status through proper IRS and state filings. We guide clients through required documentation and compliance procedures for trusts and nonprofit organizations.
Bookkeeping
Our bookkeeping services include accounts payable/receivable management, payroll processing, and financial statement preparation using platforms like QuickBooks and Xero. We help businesses maintain accurate financial records year-round.
Payroll Management
We offer complete payroll solutions, including implementation, processing, and compliance with tax regulations. Our team assists businesses transitioning from other platforms to ensure seamless payroll operations.
People
Janet Wennes
Certified Public Accountant & Owner
With over 25 years of accounting experience, Janet founded JL Wennes CPAs in 2009 after working in various corporate roles. She specializes in solving complex tax issues and holds advanced degrees in taxation.
Hayley Craig
Certified Public Accountant
Hayley has specialized in small business tax services since joining the firm in 2010. She provides tax planning solutions and financial statement preparation, combining public accounting experience with corporate controller expertise.
Christy Hoffman
Enrolled Agent
With 20+ years in accounting, Christy offers expertise in tax planning and preparation. Her international experience includes supporting U.S. military families while maintaining specialized tax knowledge across diverse jurisdictions.
Margit Henry
Lead Bookkeeper
Margit brings 25+ years of bookkeeping experience, specializing in QuickBooks and Xero platforms. She focuses on providing financial clarity for business owners through accurate record-keeping and reporting.
Kristine Wahner
Office Manager
Kristine manages client communications and scheduling with 30+ years of customer service experience. Her background includes banking, tax preparation, and business management to support seamless client interactions.
Questions
What services does JL Wennes CPAs offer?
We provide tax preparation, financial planning, bookkeeping, payroll management, and consulting services for individuals and businesses.
Are you available outside tax season?
Yes, we offer year-round accounting services and support for ongoing financial needs.
How do you handle client data security?
We use advanced encryption software to protect all client information and maintain strict confidentiality protocols.
What makes your firm different from other accountants?
Our small-firm approach ensures personalized attention, with a team always available during business hours.
How long does tax preparation take?
Most returns are completed within 2-3 weeks, with rush service available for urgent deadlines.
Do you work with nonprofit organizations?
Yes, we specialize in trust and nonprofit tax compliance, including IRS filings and state documentation.
